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Three Bridge Wealth Advisors’s iShares California Muni Bond ETF CMF Stock Holding History

Three Bridge Wealth Advisors’s Portfolio CMF Stock Details CMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3,886
Closed -$221K – 89
2026
Q1 		$221K Sell
3,886
-2,156
-36% -$124K 0.06% 81
2025
Q4 		$347K Sell
6,042
-6,229
-51% -$358K 0.09% 70
2025
Q3 		$700K Buy
12,271
+299
+2% +$16.7K 0.18% 48
2025
Q2 		$667K Sell
11,972
-2,668
-18% -$148K 0.18% 54
2025
Q1 		$824K Buy
14,640
+2
+0% +$114 0.29% 44
2024
Q4 		$838K Buy
14,638
+898
+7% +$51.6K 0.29% 46
2024
Q3 		$798K Buy
13,740
+2,315
+20% +$133K 0.29% 48
2024
Q2 		$650K Sell
11,425
-238
-2% -$13.5K 0.26% 50
2024
Q1 		$671K Buy
11,663
+2,356
+25% +$136K 0.26% 54
2023
Q4 		$539K Buy
9,307
+4,327
+87% +$241K 0.19% 58
2023
Q3 		$273K Buy
4,980
+2
+0% +$113 0.11% 73
2023
Q2 		$284K Buy
4,978
+51
+1% +$2.9K 0.12% 75
2023
Q1 		$283K Buy
4,927
+36
+0.7% +$2.05K 0.13% 74
2022
Q4 		$274K Buy
+4,891
New +$271K 0.15% 70

Other funds holding CMF

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Three Bridge Wealth Advisors's CMF Position: Q2 2026 in Review

Three Bridge Wealth Advisors sold out of iShares California Muni Bond ETF (CMF) in Q2 2026, closing a stake of 3,886 shares — an estimated $221K sold.

Three Bridge Wealth Advisors first reported a position in CMF in Q4 2022 and held it in 14 quarters. The position peaked at $838K in Q4 2024. 354 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Three Bridge Wealth Advisors reported no remaining iShares California Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Three Bridge Wealth Advisors sold 3,886 iShares California Muni Bond ETF shares in Q2 2026, an estimated $221K.
  • Three Bridge Wealth Advisors first reported a position in iShares California Muni Bond ETF in Q4 2022 and held it in 14 quarters.
  • Three Bridge Wealth Advisors's iShares California Muni Bond ETF position peaked at $838K in Q4 2024.
  • 354 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Three Bridge Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.